See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,542 | $183,519-46.3% | $155,509-36.6% | $145,922-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 50.93% | 61.17%-10.2pp | 64.67%-13.7pp | 561.29%-510.4pp |
| Employer contribution / active EE | $3,564 | $5,313-32.9% | $4,672-23.7% | $4,660-23.5% |
| Participant deferral / active EE | $14,237 | $6,462+120.3% | $5,626+153.1% | $6,688+112.9% |
| Admin fee / account holder | $929 | $19,313-95.2% | $15,912-94.2% | $13,397-93.1% |